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- Tasks: Help clients onboard smoothly by verifying info and conducting compliance checks.
- Company: Join Arcadia Trust Group, a leading multi-disciplinary practice in trusts and probates.
- Benefits: Enjoy 21 days of holiday plus bank holidays, with a competitive salary of £25,000.
- Why this job: Be part of a supportive team, gain valuable experience, and make a real impact.
- Qualifications: Must have a full UK driving license and be proficient in Microsoft Office.
- Other info: No prior compliance experience needed; we provide full training for the right candidate.
The predicted salary is between 15000 - 35000 £ per year.
Job Type: Full Time, Permanent Location: Hambridge, Somerset Working Hours: 37.5 Hours per Week, Monday – Friday, 9am – 5pm Salary: £ 25,000 per year Holidays: 21 days, plus bank holidays About Arcadia: Arcadia Trust Group is a multi-disciplinary practice which specialises in trusts and probates. We operate through three strands – Arcadia Legal, Arcadia Tax & Accounts, and Arcadia Trust Company. Our clients include corporates (charities, financial advisors, solicitors, and accountants) and private clients. About the Role: You will play a crucial role in ensuring a smooth and efficient onboarding process for our clients. This will include collecting and verifying client information, facilitating new file openings, updating internal databases and conducting essential anti-money laundering checks. Key Responsibilities: * Perform thorough compliance checks in line with regulatory requirements, and complete accurate risk assessments * Collect and verify client identification documents, ensuring up to date records are maintained across all internal databases * Collaborate effectively with the Legal and Accountancy teams to coordinate the onboarding process, provide timely updates, and inform the relevant fee earner of any potential risks identified * Stay informed about the latest industry guidance to ensure processes remain efficient and compliant * Assist with banking responsibilities where required, setting up payments to clients, processing invoices, and assisting in the preparation and processing of payroll Requirements: * Full UK Driving License * Proficiency in Microsoft Office (Word, Excel, PowerPoint) * Strong organisational skills, and the ability to work effectively in a team. * Excellent written and verbal communication skills * High level of accuracy in work, with a close attention to detail * Previous office experience is desirable. No direct experience in compliance work is necessary for this role, as full training will be provided for the right candidate
Client Onboarding Assistant employer: Angela Roberts - The HR Consultancy
Contact Detail:
Angela Roberts - The HR Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Assistant
✨Tip Number 1
Familiarize yourself with the onboarding process in a client-focused environment. Understanding the key steps involved will help you demonstrate your enthusiasm and readiness to contribute effectively from day one.
✨Tip Number 2
Brush up on your knowledge of compliance regulations and anti-money laundering checks. Even though you’ll receive training, showing that you have a basic understanding can set you apart from other candidates.
✨Tip Number 3
Highlight your organizational skills during any discussions or interviews. Being able to manage multiple tasks efficiently is crucial for this role, so share examples of how you've successfully handled similar responsibilities in the past.
✨Tip Number 4
Demonstrate your teamwork abilities by discussing experiences where you collaborated with others to achieve a common goal. This role requires effective communication with various teams, so showcasing your interpersonal skills will be beneficial.
We think you need these skills to ace Client Onboarding Assistant
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Client Onboarding Assistant position. Make sure you understand the key responsibilities and requirements, as this will help you tailor your application.
Highlight Relevant Skills: In your CV and cover letter, emphasize your strong organizational skills, attention to detail, and proficiency in Microsoft Office. Provide specific examples of how you've demonstrated these skills in previous roles.
Show Your Team Spirit: Since collaboration with the Legal and Accountancy teams is crucial, mention any past experiences where you successfully worked in a team environment. This will show that you can effectively contribute to the onboarding process.
Proofread Your Application: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for this role.
How to prepare for a job interview at Angela Roberts - The HR Consultancy
✨Show Your Organisational Skills
As a Client Onboarding Assistant, you'll need strong organisational skills. Be prepared to discuss how you manage your time and prioritize tasks. Share specific examples from your previous experiences that demonstrate your ability to stay organized and efficient.
✨Demonstrate Attention to Detail
Attention to detail is crucial in this role, especially when performing compliance checks and verifying client information. During the interview, highlight instances where your meticulous nature helped prevent errors or improved processes.
✨Communicate Effectively
Excellent written and verbal communication skills are essential. Practice articulating your thoughts clearly and concisely. You might also want to prepare for questions about how you would handle communication with clients and team members.
✨Familiarize Yourself with Compliance Basics
While no direct experience in compliance is necessary, showing that you understand the basics can set you apart. Research common compliance practices and be ready to discuss why they are important in the onboarding process.
